Brandon Bullock

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2022 → Present
  Fidelity Investments
  Smithfield, RI
• 04/2021 → 11/2021
  Democratic Party Of Virginia
  Richmond, VA
• 05/2020 → 11/2020
  Washington State Democratic Party
  Seattle, WA
• 01/2020 → 03/2020
  Bloomberg 2020
  New York City, NY
• 06/2019 → 11/2019
  Democratic Party Of Virginia
  Richmond, VA
• 10/2017 → 11/2017
  Muy Hamburger Partners Llc
  San Antonio, TX
• 07/2018 → 08/2018
  Afl-Cio
  Austin, TX
• 07/2017 → 07/2017
  Great Lakes Management
  Carrollton, TX
• 08/2016 → 10/2016
  Texas Subs Inc
  Killeen, TX
• 05/2018 → 06/2018
  Texas Organizing Project
  San Antonio, TX
• 08/2015 → 11/2016
  Prosper High School
  Prosper, TX
• 12/2016 → 06/2018
  North Garland High School
  Garland, TX
• 09/2018 → 06/2019
  Naaman Forest High School
  Garland, TX
• 11/2019 → 12/2019
  Pete For America
  South Bend, IN
• 12/2020 → 04/2021
  Unemployed
  Garland, TX
• 04/2020 → 05/2020
  Unemployed
  Garland, TX
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2025-02-06 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Dallas, TX
  Westlake, TX

Exams

• S66 Uniform Combined State Law Examination
  2025-02-04
• S63 Uniform Securities Agent State Law Examination
  2022-08-08

Other Names

• Brandon Scott Bullock
• Brandon Bullock